Contact

How to turn your Mortgage Coach TCAs into a lead-generating presentation library

Let’s enhance your Total Cost Analysis’, extend its shelf-life, and make it discoverable.

[image]

What is a Total Cost Analysis?

A Total Cost Analysis (TCA) is a multi-platform solution from Mortgage Coach that allows loan officers to share and compare purchase and refinance loan options with potential borrowers. A Total Cost Analysis enables loan officers to better educate prospects by providing them with different rates, fees, and scenarios for every type of loan option — and ultimately help convert those prospects into customers.

Why should you turn your TCAs into presentations?

Your average loan officer sends their TCAs as-is to the intended recipient, and that’s it. In our opinion, there are ways you can add value to your TCAs and ways to share your TCAs that maximize your return on investment. 

For example, by turning a TCA into a presentation, you’re able to enable additional integrations and add social media preview thumbnails that you cannot do otherwise. 

Also, as you add presentations to your Lender Launchpad account, a presentation library is automatically created that allows potential borrowers to browse, filter, and find additional educational content that they might find helpful and informative. 

By taking each of your TCAs and turning them into presentations, with additional content to browse, potential borrowers may spend extra time looking at your content and, ultimately, looking to you for more advice or input on their next move.

How do you create a presentation using a TCA?

[instructions]

How do you get the most out of your presentations?

Add value to your existing TCAs with built-in features and integrations

  1. Built-in integrations (rates widget, youtube video) and contact forms.
    [image]
  2. Additional contact options (SMS texting, schedule a call, etc.)
    [image]
  3. Consumer-facing rates widget.
    [image]

Social media previews improve sharing on social media 

  1. Social media preview image makes TCAs more attractive and identifiable in your Facebook feed.
    [image]
  2. Add a description to help tell a story that makes complex financial data more digestible and relatable.
    [image]
  3. Generate new business by attracting people who are in the same situation that you just solved.
    [image]

Automated workflows via Zapier

  1. Automatically share a presentation to Facebook.
  1. Automatically share a presentation to LinkedIn.
  2. Automatically share a presentation to Twitter.

How do you use your Presentation library?

When you add a public presentation, it is automatically added to your presentation library, allowing potential borrowers on your website to browse, filter, and find additional presentations. Your presentation library makes your TCAs discoverable and extends their shelf-life indefinitely.

[image]

Improve discoverability by tagging your presentation with the type of loan or situation you’re solving. For example, tag your presentation with “First Time Home Buyers” so first-time homebuyers are more easily able to find it.

How do you get started?

[instructions]

[Sign up form]

Bay Equity Home Loans

Company NMLS# 76988

770 Tamalpais Drive
Suite 207
Corte Madera, CA 94925
  • Equal Housing Opportunity Logo

All products are subject to credit and property approval. Program terms and conditions are subject to change without prior notice. Other restrictions and limitations apply. The content here does not substitute for professional legal, securities, tax or accounting advice. This is not a commitment to lend. Terms, conditions, and programs are subject to change without notice.






Bay Equity LLC. Equal Housing Lender. This is not a commitment to lend or extend credit. Restrictions may apply. Rates may not be available at time of application. Information and/or data are subject to change without notice. All loans are subject to credit approval. Not all loans or products are available in all states. Bay Equity LLC, 770 Tamalpais Drive, Suite 207 Corte Madera, CA 94925; NMLS ID#76988 | NMLS consumer access: http://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/76988




© 2021 Lender Launchpad. This is not a Government website. Lender Launchpad and its products are not endorsed by the Department of Veterans Affairs or the US Department of Housing and Urban Development. The content on this site is for educational purposes only and is not an advertisement for a product or an offer to lend. If you have questions about the loan officers featured within our lender directory, please visit the Nationwide Mortgage Licensing System & Directory for more information and to check their licensing status at https://www.nmlsconsumeraccess.org